Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PG&E Corp | 149,511 | reported | 16 Mar 2026 | tx 9+243,399−94,051 |
| Excelerate Energy, Inc. | 24,537 | reported | 05 Mar 2024 | tx 4+24,537 |
| Essential Utilities, Inc. | 6,855 | reported | 29 Mar 2019 | tx 12+6,855 |
| NRG ENERGY, INC. | 1,200 | reported | 02 Jan 2008 | tx 11+14,000−1,255 |
| DYNEGY INC. | 0 | reported | 09 Apr 2018 | tx 52+840,612−806,592 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | TAX_WITHHOLDING | PG&E Corp | 80,049 | 18.14 USD | |
| 16 Mar 2026 | GRANT_AWARD | PG&E Corp | 144,806 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | PG&E Corp | 40,817 | 0.00 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | PG&E Corp | 4,067 | 19.11 USD | |
| 16 Mar 2025 | TAX_WITHHOLDING | PG&E Corp | 4,974 | 16.78 USD | |
| 03 Mar 2025 | GRANT_AWARD | PG&E Corp | 32,867 | 0.00 USD | |
| 16 Mar 2024 | TAX_WITHHOLDING | PG&E Corp | 4,961 | 16.25 USD | |
| 05 Mar 2024 | GRANT_AWARD | Excelerate Energy, Inc. | 8,339 | 0.00 USD | |
| 30 Mar 2023 | PURCHASE | PG&E Corp | 156 | 15.90 USD | first after silence |
| 31 Mar 2023 | GRANT_AWARD | Excelerate Energy, Inc. | 5,782 | 0.00 USD | |
| 16 Mar 2023 | GRANT_AWARD | PG&E Corp | 24,753 | 0.00 USD | |
| 13 Apr 2022 | GRANT_AWARD | Excelerate Energy, Inc. | 5,208 | 0.00 USD | |
| 13 Apr 2022 | GRANT_AWARD | Excelerate Energy, Inc. | 5,208 | 0.00 USD | |
| 29 Mar 2019 | GRANT_AWARD | Essential Utilities, Inc. | 613 | 36.73 USD | |
| 31 Dec 2018 | GRANT_AWARD | Essential Utilities, Inc. | 590 | 33.92 USD | |
| 30 Sept 2018 | GRANT_AWARD | Essential Utilities, Inc. | 544 | 36.75 USD | |
| 30 Jun 2018 | GRANT_AWARD | Essential Utilities, Inc. | 567 | 35.29 USD | |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 98,153 | — | |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 57,278 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 53,061 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 33,841 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 28,590 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 70,215 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 25,338 | — | deriv |
| 09 Apr 2018 | OTHER | DYNEGY INC. | 94,671 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 30 Mar 2023.